Creative Planning
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Creative Planning’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Creative Planning’s Portfolio CFO Stock Details CFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.57M Sell
61,625
-5,494
-8% -$418K ﹤0.01% 1278
2025
Q4 		$4.96M Sell
67,119
-5,201
-7% -$381K ﹤0.01% 1012
2025
Q3 		$5.34M Sell
72,320
-1,854
-2% -$135K ﹤0.01% 839
2025
Q2 		$5.29M Sell
74,174
-6,104
-8% -$415K ﹤0.01% 734
2025
Q1 		$5.5M Sell
80,278
-2,739
-3% -$192K 0.01% 674
2024
Q4 		$5.72M Sell
83,017
-1,346
-2% -$95.5K 0.01% 621
2024
Q3 		$5.89M Sell
84,363
-3,911
-4% -$260K 0.01% 584
2024
Q2 		$5.67M Sell
88,274
-3,796
-4% -$244K 0.01% 567
2024
Q1 		$6.07M Sell
92,070
-5,941
-6% -$371K 0.01% 548
2023
Q4 		$5.95M Sell
98,011
-11,401
-10% -$665K 0.01% 519
2023
Q3 		$6.45M Sell
109,412
-26,669
-20% -$1.64M 0.01% 458
2023
Q2 		$8.38M Sell
136,081
-11,097
-8% -$683K 0.01% 388
2023
Q1 		$9.17M Sell
147,178
-33,084
-18% -$2.09M 0.01% 359
2022
Q4 		$11.5M Sell
180,262
-116,556
-39% -$7.69M 0.02% 316
2022
Q3 		$19M Sell
296,818
-192,402
-39% -$12.6M 0.03% 196
2022
Q2 		$31.4M Sell
489,220
-124,962
-20% -$8.65M 0.05% 142
2022
Q1 		$45.5M Sell
614,182
-25,288
-4% -$1.85M 0.07% 116
2021
Q4 		$49.7M Buy
639,470
+632,605
+9,215% +$47.5M 0.08% 100
2021
Q3 		$488K Sell
6,865
-1,431
-17% -$105K ﹤0.01% 1313
2021
Q2 		$592K Sell
8,296
-155
-2% -$10.9K ﹤0.01% 1180
2021
Q1 		$568K Sell
8,451
-8
-0.1% -$517 ﹤0.01% 1353
2020
Q4 		$528K Sell
8,459
-5,061
-37% -$297K ﹤0.01% 1278
2020
Q3 		$736K Buy
13,520
+1,970
+17% +$106K ﹤0.01% 943
2020
Q2 		$599K Buy
+11,550
New +$583K ﹤0.01% 949

Other funds holding CFO

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's CFO Position: Q1 2026 in Review

Creative Planning reduced its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) stake by 8.2% in Q1 2026, selling an estimated $418K and leaving 61,625 shares worth $4.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Creative Planning first reported a position in CFO in Q2 2020 and has held it in 24 quarters since. The position peaked at $49.7M in Q4 2021. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

  • Creative Planning held 61,625 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $4.57M as of Q1 2026.
  • Creative Planning sold 5,494 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q1 2026, an estimated $418K.
  • VictoryShares US 500 Enhanced Volatility Wtd ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1278 holding.
  • Creative Planning first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2020 and has held it in 24 quarters since.
  • Creative Planning's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $49.7M in Q4 2021.
  • 67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.